Discussions

Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Discover NetSuite's potential! Join our webinars, learn from experts, and optimize your operations. Whether you're experienced or new, secure your spot today and stay ahead in NetSuite!
Share with colleagues and friends who could benefit from our webinars too!

NetSuite Admin Tip: Chart of Accounts | Guide in Merging Accounts

edited Aug 31, 2022 5:32PM in NetSuite Admin Corner

1.      Accounts should both be Active

Scenario:

Merge 001 ABC Bank - Checking (Active) to 002 ABC Bank - Savings (Inactive).

As you can see, on the Merge Accounts page, the inactive account is not on the Merge Into dropdown list.

If you view the Account Record for the inactive account record, you also will not be able to see the Merge button under Actions.


2.      An account with sub-account/s can be merged with another. However, if it is a bank/credit account make sure you take note of the warning message before proceeding

Scenario:

Merge 003 ABC Bank – Operating to 004 Brex Bank - Operating

Micah Patricia Timbol | Basic and Advanced Accounting, OTC Guru

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Nov 2023)

This Week's Leaders

This Month's Leaders

All Time Leaders